Locating Users
From the main dashboard, click Admin in the gray menu on the left side of the screen.
On the right hand side, under the Users header, click Users.
Main Users Page Overview
The dashboard displays each user's name, role, and the date they accepted their login invitation.
To force a user to log out, click the purple arrow icon next to their name.
To edit a user’s details, click the orange pencil icon next to their name.
To send a user's invitation if not previously done, click the blue + icon next to their name.
Creating a New User
To create a new user, click the plus sign icon located to the left of the search bar.
Select the user’s organization, then enter their email address, first and last name, time zone, and default role. (Additional organizations can be added later.)
To assist in choosing the correct default role:
Account Agents & Managers: Agents and managers who will log in and actively use Volie.
Organization Managers and Client Employees: Users who may not need to log in to Volie but can be assigned as Alert Recipients or Transfer Contacts.
To send them an invitation to get logged into Volie, click the Send User Invitation button.
When done, click the green Create button.
Adjusting User Settings
You’ll be taken to the user’s settings page, where you can make any necessary adjustments.
Advanced Settings
You can enable an inactivity timeout for the user if needed.
To automatically add the user to any new organizations or campaigns, keep the “Receive New Organizations” box checked.
You can adjust the agent’s overall skill level by typing a value directly or using the up and down arrows in the field.
Organizations
Here you can add any additional organizations the user should have access to.
For managers or users who will be pulling metrics, ensure they have access to all organizations from which metrics need to be retrieved.
Call Queues
Here you can grant the user access to any call queues they should have permission to use.
For managers or users who will be pulling metrics, ensure they have access to all call queues from which metrics need to be retrieved.